All articles

Set up your AI assistant (setup wizard)

The setup wizard builds your AI assistant in 6 short steps. Open it from the sidebar: AI Setup → Setup wizard. /your-ai

  1. Business info — your business description, location, and what you sell. The assistant uses this to introduce your business correctly.
  2. Voice — how the assistant should sound (tone, welcome message, language). You can preview the result live.
  3. Knowledge — upload your FAQ, price list, or any document with real answers. You can skip and add it later from Knowledge base.
  4. Catalog — add your products with photos so the assistant can quote real items. Also skippable.
  5. Test — chat with your assistant like a real customer. Ask a question your customers actually ask and check the answer.
  6. Activate — pick the connected pages/numbers the assistant should reply on, and go live.

You can leave and come back any time — the wizard remembers your step.

Set up your AI assistant (setup wizard) — Nashir